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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seacoast | Lindenhurst | NY | 06/2020 | 07/2020 |
| Aegis Capital Corp | Melville | NY | 09/2020 | 01/2021 |
| E*Trade Securities Llc | Temple Terrace | FL | 08/2022 | 05/2023 |
| Paul Bunyon Tree Service | Port Washington | NY | 04/2021 | 08/2022 |
| Executive Enterprise | Lake Success | NY | 02/2021 | 03/2021 |
| First National Realty Partners | Farmingville | NY | 03/2021 | 04/2021 |
| Morgan Stanley | Temple Terrace | FL | 08/2022 | 05/2023 |
| J.P. Morgan Securities Llc | Riverview | FL | 06/2023 | 08/2024 |
| Jpmorgan Chase Bank, N.A. | Riverview | FL | 06/2023 | 08/2024 |
| Florida Financial Advisors, Llc | Tampa | FL | 09/2024 | 05/2025 |
| Digital Equity Llc | Tampa | FL | 09/2024 | Present |
| Trinity Wealth Securties, Llc | Tampa | FL | 10/2024 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 08/2025 | Present |
| J.P. Morgan Securities Llc | New York | NY | 08/2025 | Present |
| Unemployed | Babylon | NY | 09/2016 | 05/2020 |
| Unemployed | Babylon | NY | 08/2020 | 08/2020 |
Entity Name: DIGITAL EQUITY LLC Investment related: No Address: Tampa, FL Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 09/15/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The nature of the small business that buys and sells goods online (ecommerce). My role is to manage the logistics of the products. The external role is not similar to my firm role and there is no connection to JPMorganChase. I spend 0-10 hours a week on this business. These hours are outside of work at JPMorgan
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-05 |
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